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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,441 hedge funds and large institutions have $65.5B invested in iShares Core US Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 608 increasing their positions, 564 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,441
Holders Change
-6
Holders Change %
-0.41%
% of All Funds
25.37%
Holding in Top 10
273
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-7.14%
% of All Funds
4.81%
New
117
Increased
608
Reduced
564
Closed
110
Calls
$41.8M
Puts
$8.73M
Net Calls
+$33.1M
Net Calls Change
+$216M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$741M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$648M
3
Bank of America
Bank of America
North Carolina
+$555M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$327M
5
BlackRock
BlackRock
New York
+$320M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$882M
2
SMFG
Sumitomo Mitsui Financial Group
Japan
-$285M
3
Morgan Stanley
Morgan Stanley
New York
-$224M
4
MGB
Mass General Brigham
Massachusetts
-$169M
5
TC
Toews Corporation
New Jersey
-$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
1251
Sax Wealth Advisors
New Jersey
$242K +$19.2K +169 +9%
BWFA
1252
Baltimore-Washington Financial Advisors
Maryland
$241K – – –
DSC
1253
Duncker Streett & Co
Missouri
$238K +$342 +3 +0.1%
TTWM
1254
TCV Trust & Wealth Management
Virginia
$235K – – –
HFA
1255
Hoover Financial Advisors
Pennsylvania
$233K -$133K -1,168 -36%
JCM
1256
Janney Capital Management
Pennsylvania
$233K -$42.9K -377 -16%
CCM
1257
Carlson Capital Management
Minnesota
$233K – – –
IBOK
1258
Independence Bank of Kentucky
Kentucky
$232K – – –
EWA
1259
Evolution Wealth Advisors
Florida
$232K +$232K +2,040 New
QPWM
1260
Quadrant Private Wealth Management
Pennsylvania
$230K -$15.4K -135 -6%
MSWMA
1261
Market Street Wealth Management Advisors
Indiana
$230K +$1.93K +17 +0.8%
FNT
1262
First National Trust
Pennsylvania
$229K -$152K -1,333 -40%
BFIM
1263
Beese Fulmer Investment Management
Ohio
$229K – – –
ODG
1264
O'Dell Group
Ohio
$225K – – –
LWMG
1265
Levy Wealth Management Group
Pennsylvania
$225K +$10.4K +91 +5%
OPOWM
1266
One Plus One Wealth Management
Florida
$225K +$225K +1,974 New
TFGT
1267
TS Financial Group (TSFG)
Illinois
$224K -$227K -1,995 -50%
RMDI
1268
R.M. Davis Inc
Maine
$224K -$216K -1,900 -49%
CASB
1269
Cape Ann Savings Bank
Massachusetts
$224K – – –
BL
1270
BCWM LLC
Kansas
$222K -$101K -889 -31%
VCS
1271
Vaughan & Co Securities
New Jersey
$222K -$29K -254 -12%
CNB
1272
Camden National Bank
Maine
$221K +$683 +6 +0.3%
QAM
1273
QCI Asset Management
New York
$221K +$22.2K +195 +11%
CNC
1274
Camden National Corporation
Maine
$221K +$221K +1,941 New
UTC
1275
Unified Trust Company
Kentucky
$219K +$21K +185 +11%
49 50
51
52 53